Investing Money? Find Out How To Get The Best For Your Savings And Investments.
“Irish people have a comparatively high preference for saving money in deposit accounts, but almost half say they don’t know the typical rate of return,” research commissioned by Irish Life indicates.
A quarter of Irish wealth is held in cash deposits, three times as much as in Canada and twice as much as in the UK’’.
Are you saving / investing for:-
• The rainy day and those unexpected expenses?
• The children’s education?
• To pay back the mortgage early?
• To supplement your retirement income?
• That once in a lifetime holiday?
For most people, their saving & investment habits will change constantly in line with their priorities. It is important to take a good look at your requirements on a regular basis and ensure that your method of saving & investment keeps up with your needs.
Your attitude to risk is paramount here. There is an array of savings and investments products in the marketplace to suit everyone’s needs. From deposit accounts to specialised syndicate investments.
Let’s get started with the best savings and investment plan for you…..
We always follow a 4 Step Process to gather your information on your current financial arrangements, assess their suitability for your current circumstances and fill in the gaps:
Step 1 – Initial Meeting (Investigation)
We will sit down with you (and whomever you wish) to ask all the relevant questions which will enable us to determine we are the right fit for you.
Step 2 – Needs Analysis (Fact Finding)
We will gather all of your up to date financial information and then conduct a ‘fair market analysis’ to find solutions to your specific need.
Step 3 – Recommendations
We will present you with your options for savings and investment funds and discuss the merits of each.
Step 4 – Implementation
We will help you to put your chosen investment funds option(s) in place and guide you at every step of the way. This will be done in a clear, concise, fuss free manner.
For many businesses and families the initial 1 hour Investigation Meeting shows them the stark reality of what their lack of planning is putting at risk.
The benefit to you is complete clarity:
• For your family
• For your business partners
• For your peace of mind
We ensure there are:
• No surprises
• Every recommendation is designed to match your specific circumstances
• Complete transparency and understanding of each recommendation
• We will simplify and consolidate your current financial needs
Our mission is to ensure, as appropriate, you, your family or your business partners know exactly what financial product you own and why you own it. In addition, we will complete an overview of your financial arrangements so that you will have a Roadmap for future financial planning.
There is absolutely no charge for this and this is our guarantee to you, your family and business partners.
Don’t forget this is a 1 hour meeting – Step 1 of a 4 Step Process that will simplify and consolidate your current financial needs and provide an Independent and tailored solution(s) for the future. This is too important to put on the long finger again.
Call Jacinta Lawlor on 01 906 0398 and organise your complimentary 1 hour Investigation Meeting today – ‘you have everything to gain and nothing to lose’.
We are happy to meet you (together with your accountant/ solicitor/ tax advisor if appropriate) at a location and time convenient for you.
Fundamental Life and Pensions Saving and Investment Funds
Unit 11, Keypoint, Rosemount Business Park, Rosemount Park Drive, Ballycoolin, D11 W2YC, Ireland 01 906 0398
Fundamental provide expert savings and investment advice in Dublin. we are dedicated to finding the best investment options in Ireland for our clients. Need advice on where to invest? our investment plans will help your saving investment grow, we will help you to find the best investments for your investment funds.
